Josh McAlister, CFP®, RMA®, CPA
Private Wealth Advisor
Career in Financial Planning
Josh is a Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at AWM Capital.
Josh prioritizes providing clients with the tools and resources to expand their influence, whether they are an athlete or business owner.
As a trusted advisor in all facets of life, his goal is to expand a client’s positive influence on others and in their respective communities.
Prior to AWM, Josh worked four years at KPMG LLP as a lead Senior Auditor, specializing in the audits of financial statements of public companies and initial public offerings.
College Baseball Player
Josh earned a Masters of Accounting from Arizona State University (ASU).
While at ASU, Josh was a four-year letter earner for the baseball team and was the captain his senior year.
Personal Life
Josh lives in Tempe, Arizona, with his wife Kelsey and their three boys, James Tobias, Samuel Theo, and Josiah Caleb.
Josh is passionate about craft beer, fly fishing, and woodworking.
Advanced Designations & Certifications
Certified Financial Planner® (CFP®)
Retirement Management Advisor® (RMA®)
Certified Public Accountant (CPA)
Education
ASU– Masters of Accounting
ASU – B.S. Accountancy